Investing in the Future
The CSULB Endowment is managed by the CSULB 49er Foundation board of directors. It is comprised of hundreds of individual funds established by donors for a particular purpose. Some of these funds support scholarships, while others support annual lectures, departments and programs.
The endowment is invested in a combination of equities, fixed-income instruments, real estate and cash equivalents, with the goal of achieving the maximum rate of return with an acceptable, prudent level of risk. As of June 30, 2014, the endowment was valued at $ 57,000,071.
| Annualized Returns | As of June 30, 2014 |
|---|---|
| Fiscal YTD 1 Year |
14.10% |
| 3 Year | 7.50% |
| 5 Year | 11.90% |
*Performance results are annualized for time periods greater than one year and include all cash and cash equivalents, realized and unrealized capital gains and losses, and dividends, interest and income. Time weighted returns do not include the impact of fund contributions and withdrawals and therefore, may not reflect the actual rate of return of a specific fund.
BY THE NUMBERS
- U.S. Core Equity 18.99%
- U.S. Defense Equity 18.63%
- Small Cap Equity 4.94%
- Commodities 4.60%
- International Equity 17.88%
- Emerging Markets 2.94%
- Real Estate 4.81%
- Fixed Income/Cash 27.20%
- 2006 - $ 30,340,575
- 2007 - $ 36,072,454
- 2008 - $ 36,616,440
- 2009 - $ 31,070,238
- 2010 - $ 36,563,865
- 2011 - $ 46,269,016
- 2012 - $ 44,084,299
- 2013 - $ 50,528,887
- 2014 - $ 57,000,071
